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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,774 | $71,230-7.7% | $93,727-29.8% | $80,959-18.8% |
| Participation rate | 98.9% | 60.4%+38.5pp | 68.7%+30.2pp | 67.7%+31.3pp |
| Annual return | -4.80% | 11.26%-16.1pp | 133.83%-138.6pp | 35.67%-40.5pp |
| Employer contribution / active EE | $3,590 | $1,565+129.4% | $2,421+48.3% | $2,757+30.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $13 | $6,961-99.8% | $8,292-99.8% | $6,925-99.8% |